Christine Tang, Cfp® Email and Phone Number
Christine Tang, Cfp® work email
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Christine Tang, Cfp® personal email
Christine Tang, Cfp® phone numbers
Christine Tang, Cfp® is a President & Founder of Modern Wealth Advisors, Inc. at Modern Wealth Advisors, Inc.. She possess expertise in series 7, wealth management, investments, insurance, wealth and 5 more skills.
Modern Wealth Advisors, Inc.
View- Website:
- modernwealth.com
- Employees:
- 3
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President And FounderModern Wealth Advisors, Inc. 2010 - PresentChristine is the founding principal of Modern Wealth Advisors Inc. She is a seasoned wealth advisor who provides financial direction to help her clients manage life’s financial milestones. She prides herself on forming lifelong relationships with her clients and is known for her thoughtful, patient and caring approach. Analyzing their current situations, defining their goals, and working with their personal network of CPA’s, lawyers, trustees, and other professionals, Christine seeks to provide her clients with a complete wealth management experience. A versatile and knowledgeable professional, Christine received her bachelor’s degree in finance from the University of Southern California and then went on to become a Certified Financial PlannerTM with multiple securities licenses, including Series 7, 63, 65 and 24 held through LPL Financial and a California Insurance License (#0E14755).Modern Wealth Advisors Inc. is a relationship-based financial planning firm built on a culture of service. We aim to help our clients attain financial freedom by providing quality advice, cutting-edge solutions, and personalized service. Guided by founder Christine Tang’s unwavering dedication to the highest ethical standards, we are committed to building long-term relationships founded on mutual trust and respect. To earn them, we continuously strive to position our clients to seek maximum financial security and independence, approaching wealth management with a balanced focus on the three pillars of stability, leadership, and innovation. -
Independent Financial AdvisorLpl Financial Sep 2022 - PresentSecurities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC (www.finra.org and http://www.sipc.org)Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Christine Tang, Cfp® Skills
Christine Tang, Cfp® Education Details
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Bachelor'S Degree -
Canon Financial InstituteCws®, Certified Wealth Strategist -
Cfp®, Certified Financial Planner -
El Modena High School
Frequently Asked Questions about Christine Tang, Cfp®
What company does Christine Tang, Cfp® work for?
Christine Tang, Cfp® works for Modern Wealth Advisors, Inc.
What is Christine Tang, Cfp®'s role at the current company?
Christine Tang, Cfp®'s current role is President & Founder of Modern Wealth Advisors, Inc..
What is Christine Tang, Cfp®'s email address?
Christine Tang, Cfp®'s email address is ct****@****lth.com
What is Christine Tang, Cfp®'s direct phone number?
Christine Tang, Cfp®'s direct phone number is +194946*****
What schools did Christine Tang, Cfp® attend?
Christine Tang, Cfp® attended University Of Southern California - Marshall School Of Business, Canon Financial Institute, Kaplan University, University Of Brighton, El Modena High School.
What skills is Christine Tang, Cfp® known for?
Christine Tang, Cfp® has skills like Series 7, Wealth Management, Investments, Insurance, Wealth, Strategic Financial Planning, Finance, Finra, Securities, Financial Advisory.
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